Lombard Odier Asset Management (Europe) Ltd

Position in AMAT — Applied Materials Inc /De

CIK 1535784 LONDON, X0

Back to AMAT Full portfolio

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,221,835

-$2,860,549 QoQ

Shares Held

26,981

-42.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Lombard Odier Asset Management (Europe) Ltd holds $15,102,809 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	26,981	$9,221,835
2	UCTT	Ultra Clean Holdings, Inc.	51,415	$3,196,984
3	ICHR	Ichor Holdings, Ltd.	57,584	$2,683,990

All Filings in AMAT

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,221,835	26,981	-42.6%	Shares	Other	2026-05-15
2025-12-31	$12,082,384	47,015	+135.4%	Shares	Other	2026-02-17
2024-12-31	$3,248,371	19,974	0.0%	Shares	Other	2025-02-14
2024-09-30	$4,035,746	19,974	-3.6%	Shares	Other	2024-11-14
2024-06-30	$4,889,476	20,719	-11.2%	Shares	Other	2024-08-14
2024-03-31	$4,814,439	23,345	-0.2%	Shares	Other	2024-05-15
2023-12-31	$3,790,655	23,389	+1.1%	Shares	Other	2024-02-14
2023-09-30	$3,203,594	23,139	-15.7%	Shares	Other	2023-11-14
2023-06-30	$3,967,044	27,446	-10.0%	Shares	Other	2023-08-14
2023-03-31	$3,745,700	30,495	-32.0%	Shares	Other	2023-05-15
2022-12-31	$4,368,369	44,859	-4.0%	Shares	Other	2023-02-14
2022-09-30	$3,828,179	46,725	-59.7%	Shares	Other	2022-11-14
2022-06-30	$10,536,666	115,813	+11.5%	Shares	Other	2022-08-15
2022-03-31	$13,694,810	103,906	+394.5%	Shares	Other	2022-05-16
2021-12-31	$3,306,763	21,014	+812.5%	Shares	Other	2022-04-29
2021-03-31	$307,680	2,303	-79.3%	Shares	Other	2021-05-17
2020-12-31	$958,965	11,112	+34.2%	Shares	Other	2021-02-16
2020-09-30	$492,246	8,280	0.0%	Shares	Other	2020-11-16
2020-03-31	$379,389	8,280	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.